How to build a budget with a client in debt
A real budget is the first step out of debt.
6 steps →How-to guides
Credit Counselor How-To Guides
Step-by-step guides to common credit counselor tasks: the practical side of the job.
Common credit counselor tasks
Step-by-step overviews of tasks credit counselors perform regularly. Use them to understand the job, prepare for training or refresh your memory.
How to explain a debt management plan
Clients need to understand the trade-offs.
6 steps →How to help a client read a credit report
Understanding reports builds control.
6 steps →Before you practice
Learn every core task
Our Credit Counselor training walks through these procedures and more, alongside vocabulary, safety and career-launch lessons.